See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,221 | $72,277+305.7% | $101,248+189.6% | $79,858+267.2% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.6pp | 69.6%+22.8pp |
| Annual return | 13.68% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,123 | $2,692+16.0% | $3,660-14.7% | $2,471+26.4% |
| Participant deferral / active EE | $12,499 | $3,282+280.9% | $4,370+186.0% | $3,740+234.2% |
| Admin fee / account holder | $12,447 | $4,400+182.9% | $5,945+109.4% | $5,306+134.6% |